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Case Handler Assistant

Case Handler Assistant
Company:

Apprenticeship


Details of the offer

Job overview

Case Handler - The role involves assisting our clients through the process of arranging their Mortgage and Insurance Products. Part of your job will be to liaise with Mortgage Advisers, solicitors , Banks and Insurers whilst co-coordinating with clients during this process. Your job is to make the clients journey as easy as possible by applying excellent customer care and always going that extra mile.

The role will entail you to carry a professional attitude to a professional environment. You will be expected to carry out a range of office duties, liaise between client, other company departments and business partners.

You do not need any working experience, full training will be provided with time to adapt, improve and learn. We are looking for school/ college leavers who are looking for an opportunity to continue personal growth in a professional, hard working environment where you will learn skills that are essential to the very core of what Next Home Mortgages offers to their new and existing clients.

Duties will involve :

Call handling
Liaising with clients
Communicating with Banks, Insurers
Dealing with Mortgage advisers, surveyors and Lawyers
Updating client records
Tracking cases through to completion
Filing

Skills Required:
Literacy
Numerical Competence
Basic excel / Word skills
Basic Computer Skills

Personal Qualities:
Confident, Punctual, hard working, attention to detail, warm and a good communicator
What will I learn?

As a Providing Financial Services apprentice, you will complete the Providing Financial Services Level 2/SCQF level 5 apprenticeship. Completion of the apprenticeship will result in you being awarding a certificate in Customer service.
What qualification or qualities are required?

5 National 5's (including English and Maths) at Grade C or above, alongside a minimum of 2 Highers in Maths and English at Grade C or above.


Source: Neuvoo1_Ppc

Job Function:

Requirements


Knowledges:
Case Handler Assistant
Company:

Apprenticeship


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